Working Together to Maximize Your Financial Why
Tax Planning & Strategy For Small Business
The Mission
Everyone’s life is different. No two answers or solutions are the same for any client. The joy of our job is taking our knowledge of the complicated tax rules and applying them to each individual client to both maximize tax savings, while simultaneously structuring their holdings and operations to set them up for the longest-term success. Success means different things to different clients, and we will hit all those angles, determine each client’s touch-points, and come up with a path to achieve those successes (whatever those may be). It is incredibly fulfilling to uncover these solutions and help clients while educating. Each situation is like a puzzle that needs to be unlocked and it is the most fun part of what we do.
Services
Comprehensive Consultation
$750
During this interview-style meeting, we seek a full understanding of your current situation, how you have filed in the past, and gather as much information as possible to create the best overall strategy for you to optimize savings & structure. This consultation includes action items as well as an organization plan of your Trifecta for reference and understanding. (1HOUR)
General Consultation Time
$250
Block of 1 hour for any subject needed as it relates to strategy session on any topic(s) of your business or personal structure. (1 HOUR)
Ongoing Advisory Services
Custom Pricing Available Based on Your Needs
After a Comprehensive Consultation, continuing advisory services/consults can be scheduled on a monthly, quarterly, or annual basis. Every client’s needs are different and we will tailor the best schedule & structure to meet your needs.
Schedule your appointment
Schedule your initial consultation to determine if we are a fit. If already a client, set up a time that works for you.
About Us
We are a family-founded legacy business dedicated to helping our clients do 2 things: (1) Receive sound advice and counsel to best structure and strategize their overall finances (tax-related and elsewhere). (2) Provide our advice in such a way as to educate the client and make sure they understand all aspects of what we are trying to do. Tax rules can be complicated. Our goal is to make it more accessible and understandable. In addition to tax advising, we also can assist on the preparation of tax returns.